Booking page
Your own branded page where customers ask for work at any hour.
- Your logo, colours and banner
- Lists your services and opening hours
- Request form with a preferred date
- Three page templates to choose from
Features
Everything from the first enquiry to the paid invoice
One place to win the work, do the work and get paid for it, with your clients kept up to date by email along the way.
Stage 1
Win the work
Turn an enquiry into an accepted quote.
Work requests
Every request reaches you by email, and the customer hears back straight away.
- Emailed to you with the full details
- Customer gets a confirmation
- Replies come to your business email
Quotes
Build a quote from your service list and email it in minutes.
- Line items from your services and products
- Branded email with a printable quote
- Clients accept or decline online, no login
- See when it was sent and opened
- You are emailed when they answer
Stage 2
Do the work
Schedule it, staff it and keep a record of what was done.
Jobs
Track every job from pending to complete.
- An accepted quote becomes a job in one click
- Status and priority on every job
- Client, site address and assigned team
- Services and products on each job
Visits
Split a job into as many visits as it takes.
- Assign each visit to a staff member
- Each visit has its own date and time
- Mark visits completed or cancelled
Calendar & schedule
See what is booked and who is doing it.
- Month, week, day and list views
- Schedule view of upcoming work
- Open a job straight from the calendar
Checklists, notes & photos
A record of what happened on site.
- Checklist items ticked off per job
- Job journal with notes and photos
- A media library for your images
Time tracking
Know how long a job really took.
- Travel and work time logged separately
- Recorded per staff member
- Kept against the job
Stage 3
Get paid
Send the invoice and see it through to paid.
Invoices
An invoice ready in under a minute.
- Lines from your services, or typed in
- Discounts and due dates
- GST on or off for each invoice
- A reference clients can quote on payment
Send and track
Emailed to your client, with a link to view and print it.
- Print or save as PDF from the link
- See how many times it was viewed
- One-click reminder emails
- Full history of every email sent
Payments
Always know what you are owed.
- Outstanding, overdue and paid totals
- Record the date and payment method
- Email the client a receipt
- Void or reopen when plans change
Stage 4
Keep clients in the loop
The right email at the right moment, under your business name.
Emails to your clients
Sent as your business, not as AssignPulse.
- Quote, with a button to accept
- Invoice, with a link to view it
- Payment receipt
- Confirmation of a work request
Emails to you
Hear about it when something needs you.
- A new work request
- A client accepted a quote
- A client declined a quote
Replies come to you
When a client replies, it lands in your inbox.
- Your business name as the sender
- Replies go to your business email
- Your logo and details on documents
Stage 5
Run the business
Your clients, your team and your settings in one place.
Clients & sites
Everything about a client, together.
- Contact details and notes
- Several site addresses per client
- Their quotes, jobs and invoices
Team
Bring your staff in and organise them.
- Invite staff by email
- Group staff into teams
- Designations such as technician or apprentice
- Owner-only billing and settings
Services & products
Your price list, ready to drop into quotes and invoices.
- Services and products with prices and units
- A starter list for your trade
- Used by quotes, jobs and invoices
Set up for your trade
Tell us what you do and start with the right setup.
- Trades, pest control, landscaping, cleaning
- IT and web services, consulting
- Wording to match: jobs, work orders, projects
More than one company
Run separate businesses under one login.
- Each with its own clients and work
- Switch between them in one click
- One plan covers them all
Your branding
Quotes and invoices that look like yours.
- Logo, ABN and business details
- Choose what shows on documents
- Your own payment terms
See it with your own work
Set up your company, add a client and send a quote. It takes a few minutes.